My sheet has an "assigned to" column, but I am wanting to reference my contact list for the available options. I know when I am directly editing the sheet, I can begin typing the contact name/email address and will see a list of available options - but the same feature is not available on through a form. Is there a suggested work around (without having to manually add contacts into the column property list)?
If column property is changed from "Conctact List" to "dropdown" and names are added manually to create LOV, there is no email addr associate with name and therefore automation functionality is lost, correct?
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Its a big issue that needs to be fixed but there is a work around that is better than changing the col properties from Contact to dropdown. Under Col properties there is an optional Values list. As long as your contacts list is not too big (not sure if there is a way to import or paste into this section) you can start typing the name of each contact and enter each name from your contact list. These names will then show as contacts in the dropdown list on a webform.
This seems to prevent manually adding new values through the Form, though, even if the column does not have the "Restrict to list values" checkbox checked. I can then select from the dropdown list (nice), but can't add new values that are not on the dropdown list (not nice). This seems to be true of both Contact List and Dropdown type columns when presented in Forms.
Does anyone know if they ever fixed this? I am too in a query where I need the dropdown to select a contact for my workflow to be triggered. In the current set up, the person filling out the form has to type it in which leaves room for errors.
Following as this is a major issue for us. I have 200+ employees that I need included as options in multiple dropdown contact fields. I need 5 employees names to be selected at a time in a cell. I need to view these and have them typed in as a name for 1. ease of use for the people filling out the form, and 2. for reporting purposes (# of times a name shows up). However, I really need this be a true contact list, with the ability to automate emails to these people.
I can copy and paste that list of emails into a dropdown column then change it from a dropdown to a contact column. Issue here is, the person has to be selected by their email because their name is not populated in the contact list. We have many temp employees with emails that do not contain their exact name OR who go by a different name then their real name (company emails are based on a person real name) This will cause a problem for the employee responsible for filling out the form if they cannot find the person they are looking for by email.
I could spend the time to create a full contact list out of this group going 1 by 1 to add in their name and corresponding email address. This would give me what I need for 1 column. But I need 3 COLUMNS that contain the same group of people. WHY CANT I COPY/DUPLICATE a column? AND Why cant you automatically pull in your contact list into the CONTACT LIST dropdown?
I recently discovered that you can create groups of people. So I took the time to create a group called "Leadership", "Engineers", and "Team Leads". With the hopes that these pre-determined groups could simplify this contact issue. Nope. Not even sure what the purpose of these groups are if I cannot use them in a contact column. Seems like I should be able type Engineers into the value field and it would pull in those names.
This has been one of the more frustrating experiences with attempting to use SmartSheet on a large scale. Seems like it could be fixed quite easily by allowing you to create personal contact lists and contact groups, and then having the ability to select one of the those groups if you desire when using the contact list column.
just came across your above comment form March of last year - not sure if you've figured this out already but wanted to let you know that I create Groups for the purpose of granting permissions - example: if I have a sheet that I want to share to large group of people, I create a Group so then I can just assign Permissions to the Group (instead of having to assign permissions to each person one by one) - Saves a TON of time, and when new people join or leave our company, I can just remove them from the Group -
The company one is relatively straight forward I guess as you could create a clone of the property within the company and have a workflow copy the value. But how would I then copy that across to associated contacts?
One solution I thought is to create a list but I would ideally like a property to be marked within the contacts and if the above scenario is used by having a workflow then I imagine the issue might be that the changing of the do not contact property in one contact would then potentially conflict with another and then confuse the workflow, ie change the original value in company.
The active list would pull in all contacts associated with a company that has a "True" value for the "Do not contact" property. When enrolling contacts in sequences, you could always make sure that your current view or list excludes this new list.
If you also want to explicitly mark each contact associated with a "Do not contact" company, this would be a bit more complicated. You could create a company-based workflow that copies the "True" value back to contacts, but this will not cover any contacts associated with that company created in the future. (In this case you would have to create yet another workflow that watches out for these new contacts and triggers a "refresh" of the company-based workflow.) It's possible but the list solution above is far easier and less prone to error.
Hello!
I am wondering if there is a way to provide contacts with the option to unsubscribe from one email list but not all? I have unsubscribed from services in the past that had that feature, but I have yet to figure out if I can do that with Constant Contact.
We keep having people unsubscribe from our advertisement emails without realizing that it takes them off of everything, and now they can't get important information and updates!
If anyone knows if there is a way to offer options, any help would be much appreciated.
-Kyra
Using the Update Profile system, you can include this as an alternative link in your email footer, which contacts can select to update their list membership, based on the lists you make viewable and editable. If multiple list options are available in your UP form, those options will also appear on the unsubscription confirmation page, as an alternative for contacts that click the unsub link in the footer.
Remember that not all lists need to be included in the UP / unsub setup. Contacts will only be able to manipulate their list membership for the ones you've explicitly selected to be available, viewable options. Contacts will simply see those available lists' names on the UP form / unsub confirmation page, and be able to decide if they'd prefer one of those.
I have multiple list options available in my UP form, which is linked in the footer, but how do I get these to show up when people click the Unsubscribe button too as you mention here ("If multiple list options are available in your UP form, those options will also appear on the unsubscription confirmation page, as an alternative for contacts that click the unsub link in the footer.")
The way to get around this is to use your list either to create and update a company property that signals inclusion and use this to create your contact list, or upload that information to the contacts directly.
Hi all,
currently the same question came up in our Team. - I assume there's still no possibility to filter via Contacts for list memberships from associated Companies? As this thread is from 2019, probably there are new functionalities about that in the meanwhile available?
Thank you & best regards,
Constantin
This needs to happen. I work in financial services and we export company data regularly so that we can append data from our internal service, and then will want to run a campaign based on the company being part of an update.
This isn't currently possible unless you spam the system full of properties which is silly. The data is there, and you can connect it via reports, I don't know why you can't do this in lists. 152ee80cbc
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